Important Notice
1. Please refer to New Business Administrative Manual section 4.8 & 4.9 for cancellation of application and
Policy Administration Manual section 3.16 for termination of policy. (updated: 24 Apr 2013)
2. If you submit cancellation letter after the cooling-off period, CSD will not accept the letter. You should ask the client to apply for policy surrender.
Checklist
1. Cancellation Letter ([C1])
2. CS eform
3. Identity document copy of the policy owner is required (if a copy of valid identity document has not been provided before)
香港永久性居民
- 香港永久性居民身份證
香港居民（非永久性居民）
- 有效旅遊證件；或
- 香港居民身份證及載有個人照片並可證實其國籍之有效文件（如護照、國家駕駛執照等）
非香港居民之人士
- 有效旅遊證件；或
- 載有個人照片的身分證
4. If policy has been issued, please submit the whole set of original
5. Address proof is not required unless it is required by YF Life, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
YF Life